We’re excited to share a guest post from our valued partner, Canidium. This insightful piece delves into the topic of Xactly Extend and Canidium's Custom Apps, providing perspectives and tips for maximizing the potential of these tools.
At Canidium, our team of Xactly experts utilized Extend—a powerful tool for creating tailored solutions—to develop three custom applications that address specific operational needs within Xactly environments.
This suite of applications, including the HR Integration App, Manual Adjustments App, and Dispute Workflow App, represents unique solutions designed to streamline processes, enhance accuracy, and improve user experience.
Our team's in-depth understanding of Xactly's comprehensive features and functionality informs each application's design. At Canidium, our experts have extensive experience working with Xactly Incent, which enables us to identify common operational challenges and innovate effective solutions tailored to the unique needs of our clients. This deep knowledge ensures that every app we develop aligns with Xactly's system and enhances its capabilities, making even the most complex tasks more manageable and efficient. By integrating insights gathered from numerous successful implementations, our applications are designed to optimize the performance of Xactly Incent, making them indispensable tools for any organization looking to improve its incentive compensation management processes.
Canidium's Custom Extend Apps for Xactly Users
- Dispute Workflow App: Enables representatives to initiate disputes on order assignments and amounts quickly, facilitating error correction and ensuring accurate commission calculations.
- HR integration App: Automates entering employee data into HR systems by allowing the upload and validation of structured data templates, thus reducing manual entry work.
- Manual Adjustments App: Provides administrators with the tools to directly adjust and correct order details and allocations in the system, bypassing the need for multiple approval layers typically required for representatives.
The Dispute Workflow App
The Order Disputes Workflow app simplifies managing and resolving disputes related to order assignments and amounts in the Incent system. It allows representatives to quickly find specific orders using a search function, initiate disputes for incorrect order details such as assignment, quantity, or type of sale, and submit these for administrative review. This capability streamlines the correction of errors without needing to delete and re-enter orders, thereby reducing the administrative burden and potential frustration among employees by ensuring accurate commission calculations and payments. Representatives can view the status of their disputes at any time in the app to see whether they are still pending, approved, or rejected. The app provides a transparent workflow, enabling clear communication between reps and managers/admins and ensuring all parties know the dispute status and outcomes.
What Problems Does the Order Disputes Workflow App Solve?
Without this app, incorrect orders due to misassignments, erroneous amounts, or inaccurate product types could lead to significant administrative overhead, as these errors would typically require complete re-entry or manual offsetting of orders in Incent. This consumes considerable time and increases the likelihood of employee dissatisfaction due to delayed or incorrect payments. Moreover, finding specific orders to correct in the Incent system can be cumbersome and error-prone. The app simplifies these processes by providing a streamlined, searchable interface where disputes can be quickly raised and resolved, ensuring that employees are accurately credited and paid, thus improving overall operational efficiency and employee morale.
How to Use the Order Disputes Workflow App
How Much Does the Disputes Workflow App Cost?
The Dispute Workflow App’s implementation is offered under a fixed fee contract, which does not include Xactly’s licensing fees:
- Disputes Workflow App Implementation Pricing: $20,160
For clients with existing managed service contracts, there is an opportunity to leverage unallocated hours to implement the Disputes Workflow app. This approach can be particularly cost-effective, allowing you to use any remaining hours from your current contract to cover the implementation without additional out-of-pocket expenses.
It is important to note that the fixed fee price for the Disputes Workflow app doesn't cover all scenarios. If you require extensive custom configurations beyond the app's standard setup, you should engage with your implementation team to discuss your specific needs and associated costs.
The HR Integration App
The HR Integration App enhances the incorporation of new hire information into the Incent system. It allows HR personnel to efficiently manage the entry of new employee data by providing a template that can be downloaded, filled, and uploaded with all necessary details. This app automates the manual entry, saving time and reducing possible errors. HR teams can upload and validate new hire data with just a few clicks through the app, ensuring that all necessary information is complete and accurate before submission. It also allows users to track the status of each submission, providing transparency and facilitating easy updates or corrections as needed.
What Problems Does the HR Integration App Solve?
Traditionally, entering new hire data into systems like Incent involves manual data entry, which can be time-consuming and error-prone, especially if you are managing multiple hires simultaneously. This manual process can delay new hires' proper setup in the system, affecting their payment schedules and slowing the onboarding process. The HR Integration App eliminates these issues by providing a streamlined, automated process for uploading new hire information. This not only speeds up the integration of new employees into the payroll and commission systems but also enhances accuracy and reduces administrative overhead.
How to Use the HR Integration App
How Much Does the HR Integration App Cost?
The HR Integration App’s implementation is offered under a fixed fee contract which does not include Xactly’s licensing fees:
- HR Integration App Implementation Pricing: $17,280
For clients with managed service contracts, there is an opportunity to leverage unallocated hours to implement the HR Integration App. This approach can be particularly cost-effective, allowing you to use any remaining hours from your current contract to cover the implementation without additional out-of-pocket expenses.
It is important to note that the fixed fee price for the HR Integration App doesn't cover all scenarios. If you require extensive custom configurations beyond the app's standard setup, you should engage with your implementation team to discuss your specific needs and associated costs.
The Manual Adjustments App
The Manual Adjustments App allows administrators within the Incent system to swiftly make necessary changes to orders directly, without the need for extensive approval processes. This app allows for quick additions of assignments to orders and adjustments to order amounts, facilitating immediate corrections that ensure accuracy in commission calculations and payments. The app's interface is intuitive, allowing users to easily search for and select orders requiring modifications. Administrators can then make and submit real-time adjustments, with changes immediately reflected in the system. This direct control helps avoid delays and the frustration often associated with waiting for approval or corrections.
What Problems Does the Manual Adjustments App Solve?
Before introducing the Manual Adjustments App, changing order details in Incent typically required approvals. It could involve lengthy manual processes, especially when errors were discovered. Such delays and the cumbersome process slowed operations and affected employee satisfaction due to potential payment inaccuracies. The Manual Adjustments App simplifies this by allowing direct, on-the-spot adjustments, enhancing operational efficiency, and reducing the time to correct orders. This ensures that all transactions are accurate, improving employee trust and satisfaction with the payment process.
How to Use the Manual Adjustments App
How Much Does The Manual Adjustments App Cost?
The Manual Adjustments App’s implementation is offered under a fixed fee contract which does not include Xactly’s licensing fees:
- Manual Adjustments Implementation Pricing: $17,280
For clients with managed service contracts, there is an opportunity to leverage unallocated hours toward implementing the Manual Adjustments App. This approach can be particularly cost-effective, allowing you to use any remaining hours from your current contract to cover the implementation without additional out-of-pocket expenses.
It is important to note that the fixed fee price for the Manual Adjustments App does not cover all scenarios. If you require extensive custom configurations beyond the app's standard setup, you should engage with your implementation team to discuss your specific needs and associated costs.
Implementing a Custom Xactly Extend Application
Implementing the HR Integration, Manual Adjustments, and Dispute Workflow Apps into your Incent system can significantly streamline your operations, reduce errors, and enhance overall efficiency and employee satisfaction. Each app addresses specific challenges within order management and HR processes, smoothing out operations and clarifying communication across your organization.
Contact your implementation team to learn how these applications can be tailored to meet your specific needs and to explore their potential impacts on your operations. In the meantime, learn more about Xactly Extend here.
This article was originally published on the Canidium blog.
